Pillar Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,177
| Closed | -$405K | – | 72 |
|
|
2024
Q1 | $405K | Hold |
1,177
| – | – | 0.31% | 52 |
|
|
2023
Q4 | $366K | Hold |
1,177
| – | – | 0.28% | 59 |
|
|
2023
Q3 | $321K | Hold |
1,177
| – | – | 0.28% | 54 |
|
|
2023
Q2 | $333K | Hold |
1,177
| – | – | 0.28% | 55 |
|
|
2023
Q1 | $294K | Hold |
1,177
| – | – | 0.29% | 53 |
|
|
2022
Q4 | $251K | Buy |
1,177
+59
| +5% | +$12.6K | 0.24% | 56 |
|
|
2022
Q3 | $239K | Hold |
1,118
| – | – | 0.24% | 48 |
|
|
2022
Q2 | $249K | Hold |
1,118
| – | – | 0.25% | 49 |
|
|
2022
Q1 | $322K | Hold |
1,118
| – | – | 0.31% | 43 |
|
|
2021
Q4 | $359K | Buy |
+1,118
| New | +$359K | 0.34% | 41 |
|